Notes Stack for Freelancers & Consultants

Freelancers juggle multiple clients, deadlines, and platforms every day. Notes Stack sits in your browser side panel so you can keep client notes organized, track deliverables, and capture research — all without leaving the tools you're already using.

Why Freelancers Choose Notes Stack

When you're your own project manager, account manager, and executor, staying organized is everything. Notes Stack gives you a personal workspace that lives right next to your work.

• Client project stacks — Create a stack for each client or project. Every note, deliverable checklist, and research link is organized by engagement.
• Proposal research on the fly — While scoping a new project, capture requirements, competitor examples, and pricing references in the side panel. The notes attach to the pages you researched.
• Deliverable checklists — Use task lists to track project milestones: discovery call, wireframes, first draft, revisions, final delivery, invoice sent.
• Deadline reminders — Set reminders for client deadlines, follow-up emails, and invoice due dates. Browser notifications keep you on track across all your engagements.

Tips and Tricks

Platforms That Work Great With Notes Stack

• Upwork — Keep proposal drafts and client notes attached to job postings and contract pages.
• Fiverr — Track order requirements and buyer communication notes right alongside your seller dashboard.
• Calendly — Note down meeting agendas and prep materials attached to your scheduling pages.
• Stripe — Annotate payment records with project context and invoice numbers.
• Google Workspace — Keep project notes in the side panel while working in Docs, Sheets, or Slides.
• Notion — Supplement your project management workspace with quick side-panel notes that don't require context switching.

A Real-World Workflow

1. Find a new project — Browse Upwork for a web design gig. Open Notes Stack and capture the client's requirements, budget range, and key phrases from the job post.
2. Research and scope — Visit the client's current website and three competitor sites. On each page, note design strengths, weaknesses, and ideas for improvement.
3. Write the proposal — Using your page-attached research notes, craft a tailored proposal that references specific observations from their site.
4. Win the project — Create a "Client: Acme Corp" stack. Move your research notes in and add a deliverable checklist: wireframes, mockups, revisions, launch.
5. Deliver and track — As you work, check off milestones. Set a reminder for the final delivery date.
6. Invoice and close — After delivery, set a reminder for invoice follow-up. Export the project stack to CSV for your records and tax documentation.

From prospecting to invoicing, Notes Stack keeps your freelance business organized in the browser where you work.